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CII R06 Exam: Financial Planning Practice

The CII’s R06 exam forms part of the Diploma in Regulated Financial Planning. The exam is 3 hours and based on two case studies, which the candidates receive two weeks prior to the exam sitting. The nominal pass mark is 55%.

The exam syllabus covers the obtaining of client information and understanding of their aims, objectives and risk profile, the conducting of a fact-find, the analysis of client data, the formulation of a financial plan and the making of recommendations, and the monitoring of client circumstances.

Our learning resources

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Past Analyses from earlier exam sittings

Full detailed analysis of the case studies issued by the CII for earlier exams plus types of questions and examiner’s comments, exam technique and past paper analysis and generic questions including product areas and technical knowledge.

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Analysis for the October 2020 exam sitting

Full detailed analysis of the case studies issued by the CII for the next exam sitting plus types of questions and examiner’s comments, exam technique, past paper analysis and generic questions including product areas and technical knowledge.

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Calculation Workbook

Focussing on the calculations within the exam syllabus, the calculation workbook provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the relevant CII study text.

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Study Notes

Consider our study notes your condensed and more focussed take on the CII’s exam syllabus and learning outcomes. They put the exam syllabus into a sensible order and come with self-test questions.

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  • "I have just passed my exam first time, once again, relying mainly on your study notes. The calculation workbook was very useful, helping me to understand and work through the calculations, as were the mock exams giving me practice for the exam itself. Thank you!"
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